EO Preparation of Form 5666

Position Number

Description

Definition

N/A

Referral or Information Report

Check the Referral box

Line 1

A

Organization/Taxpayer/Plan Name

Self-explanatory

B

Street Address

Self-explanatory

C

City, State and Zip Code

Self-explanatory

D

Forward Report to: (Name/ Date/ Org / Telephone)

Manager, EO Referrals Group

E

Source of Information

Leave Blank

F

Tax Period

YYYYMM format for year of agreement

G

MFT/Plan No.

2-digit MFT

H

Future Year (EP/EO/GE)

Two to three years from the date of the closing agreement

I

Future Year Code (EP/EO/GE)

Use the appropriate Follow-Up Push Code:

022: Exemption Granted

023: Unrelated Business Income

024: Payout Provision

025: Other

P7-8

Source Code

41: Closing Agreement

P25-26

MFT

Use appropriate 2-digit code

P33-36

Project Code

8196: Closing Agreement Follow Up

Line 2

1-12

TIN/File Source

Self-explanatory

14-17

Name Control or check Digit

Enter four-character name control

L

Name Control or check Digit

Self-explanatory

M

Approved by/Date

Self-explanatory

O

Information Obtained

Provide summary of the items that need verification to determine if TP is in compliance with the agreement